Taipei LedgerData Analysis on Taiwan's Companies and Economy

Revenue Day · Taiwan monthly revenue

October 2026

1,964 TWSE and TPEx companies have reported October 2026 revenue (1,989 reported the month before).

NT$6,495.8bntotal revenue, excl. financials and builders
+51.8%year on year, same companies
+59.8%electronics industries
+23.1%everything else

October revenue rose across reporting companies. The 1964 companies reporting recorded revenue of NT$6,495.8bn, up 51.8% year on year. Electronics industries grew 59.8%, compared with 23.1% for everything else.

Hon Hai and TSMC both reported record revenue. Hon Hai’s revenue was NT$1,305.3bn, up 45.7% year on year and 12.7% month on month. TSMC reported NT$586.9bn, up 59.7% year on year and 14.7% month on month.

Reported results varied against companies’ recent trends. Among the largest companies, Evergreen Marine was 29.2% above trend, while MediaTek was 11.4% below. Bin Chuan Enterprise was 133.8% above trend; Parade Technologies was 36.8% below.

Several other companies reached record revenue. WT Microelectronics reported NT$270.1bn, up 112.9% year on year. Asus, ASE Technology, Delta Electronics, Gigabyte, Nanya Technology, Accton and Phison also recorded their highest months in records starting 2021-01.

Memory & storage and power & cooling had the highest and lowest growth among AI hardware groups. Memory & storage revenue rose 347.9% year on year, while power & cooling revenue rose 32.5%. AI servers & ODMs grew 66.2% year on year.

Where the revenue came from

Share of all reported revenue this month, top 10 industries

Computers & peripherals25.6%
Other electronics21.7%
Semiconductors16.6%
Electronics distribution7.3%
Electronic components5.4%
Shipping2.8%
Communications2.5%
Optoelectronics1.7%
Plastics1.6%
Steel1.4%

Largest industries, revenue year on year

The 12 industries with the most revenue this month

Electronics distribution+97.0%
Oil, gas & power+75.9%
Computers & peripherals+75.6%
Semiconductors+63.6%
Shipping+57.8%
Other electronics+45.0%
Plastics+43.6%
Electronic components+41.1%
Communications+36.8%
Steel+27.2%
Optoelectronics+16.1%
Food+5.5%

AI hardware groups, revenue year on year

Group revenue vs the same month last year

Memory & storage+347.9%
Networking & connectivity+82.0%
PCB & materials+80.7%
AI servers & ODMs+66.2%
Foundry & chip design+53.9%
Packaging & test+48.8%
Power & cooling+32.5%

1. Biggest surprises

"vs trend" compares this month with what the company's growth over the previous three months implied (same month last year × (1 + average YoY of the last 3 months)). "Unusual" scales that gap by how much the company's own month-to-month gaps have varied over the last three years, so steady companies with a real break rank above companies that always swing; the tables are sorted by it. Companies with at least NT$500m revenue this month; banks, insurers and builders left out (their monthly revenue is lumpy by nature).

CompanyIndustryRevenueYoYMoMYTD YoYvs trendUnusual
Bin Chuan Enterprise 1569 濱川Computers & peripheralsNT$531m+133.5%+32.3%+9.1%+133.8%+6.6σ
General Interface Solution (GIS) Holding 6456 GIS-KYOptoelectronicsNT$13.3bn+167.5%+115.9%-1.8%+190.6%+5.7σ
Syscom Computer Engineering 2453 凌群IT servicesNT$827m+30.8%+10.8%+8.8%+23.4%+4.3σ
E INK Holdings 8069 元太OptoelectronicsNT$3.7bn+74.4%+3.7%+4.1%+80.0%+3.2σ
Kerry TJ Logistics 2608 嘉里大榮ShippingNT$1.9bn+51.0%+16.4%+36.6%+52.8%+3.2σ
ECOVE Environment 6803 崑鼎Green energyNT$884m+24.7%-4.3%+2.3%+24.0%+3.1σ
Hwacom Systems 6163 華電網CommunicationsNT$1.4bn+289.7%+48.7%+55.9%+183.8%+3.1σ
Ctci 9933 中鼎OtherNT$9.0bn+53.9%+8.0%-6.8%+49.5%+2.8σ
Trusval Technology 6667 信紘科Other electronicsNT$1.3bn+172.8%+10.3%+35.2%+86.4%+2.8σ
Cyber Power Systems 3617 碩天Other electronicsNT$1.3bn+51.7%+2.4%+14.2%+33.8%+2.7σ
China General Plastics 1305 華夏PlasticsNT$820m+47.0%+10.9%+3.4%+67.3%+2.7σ
Chung Hung Steel 2014 中鴻SteelNT$2.1bn+59.2%+37.4%-2.1%+69.1%+2.7σ
Tang Eng Iron Works 2035 唐榮SteelNT$1.0bn+84.8%+43.6%+5.5%+95.8%+2.6σ
Stark Technology 2480 敦陽科IT servicesNT$1.2bn+69.8%+22.1%+25.1%+29.7%+2.6σ
Cica-Huntek Chemical Technology Taiwan 6725 矽科宏晟Other electronicsNT$666m+72.2%+114.1%+11.8%+87.9%+2.5σ
Topco Scientific 5434 崇越Electronics distributionNT$8.2bn+61.2%+6.3%+28.6%+19.3%+2.5σ
FIT Holding 3712 永崴投控Computers & peripheralsNT$1.1bn-55.1%+47.0%-78.3%+125.7%+2.4σ
HannStar Board 5469 瀚宇博Electronic componentsNT$8.4bn+65.2%+17.6%+30.4%+28.2%+2.4σ
Global Brands Manufacture 6191 精成科Electronic componentsNT$5.4bn+79.2%+27.3%+33.8%+43.2%+2.3σ
Dynamic Holding 3715 定穎投控Electronic componentsNT$3.8bn+121.5%+17.4%+58.9%+23.4%+2.3σ

Largest shortfalls

CompanyIndustryRevenueYoYMoMYTD YoYvs trendUnusual
Parade Technologies 4966 譜瑞-KYSemiconductorsNT$674m-39.4%-55.1%-4.7%-36.8%-3.1σ
Simplo Technology 6121 新普Computers & peripheralsNT$5.6bn-28.8%-7.3%-2.1%-27.9%-2.3σ
Thinking Electronic Industrial 2428 興勤Electronic componentsNT$761m+11.1%-24.6%+27.4%-24.5%-2.2σ
Ability Enterprise 2374 佳能OptoelectronicsNT$1.0bn-13.5%-17.6%+35.7%-37.2%-1.9σ
Macnica Anstek 3528 安馳Electronics distributionNT$894m-4.4%-32.2%+61.1%-36.9%-1.9σ
Honey Hope Honesty Enterprise 8043 蜜望實Electronic componentsNT$513m-20.1%-2.8%+43.3%-44.3%-1.8σ
Synnex Technology 2347 聯強Electronics distributionNT$59.2bn+59.5%-34.4%+94.1%-32.4%-1.8σ
Zenitron 3028 增你強Electronics distributionNT$4.8bn+22.0%-20.3%+81.4%-33.7%-1.7σ
Tsann Kuen Enterprise 2430 燦坤Electronics distributionNT$1.4bn-6.9%-16.0%-0.6%-11.0%-1.7σ
Lotus Pharmaceutical 1795 美時Biotech & medicalNT$2.1bn-22.5%-22.8%+58.5%-54.7%-1.6σ

2. Record months

Highest monthly revenue in our records for that company (records begin January 2021).

CompanyIndustryRevenueYoYMoMHighest since
Hon Hai 2317 鴻海Other electronicsNT$1,305.3bn+45.7%+12.7%records began 2021-01
TSMC 2330 台積電SemiconductorsNT$586.9bn+59.7%+14.7%records began 2021-01
WT Microelectronics 3036 文曄Electronics distributionNT$270.1bn+112.9%+25.1%records began 2021-01
Asus 2357 華碩Computers & peripheralsNT$107.6bn+62.3%+10.7%records began 2021-01
ASE Technology 3711 日月光投控SemiconductorsNT$88.6bn+47.1%+0.5%records began 2021-01
Delta Electronics 2308 台達電Electronic componentsNT$74.7bn+30.1%+14.2%records began 2021-01
Gigabyte 2376 技嘉Computers & peripheralsNT$67.0bn+136.7%+6.2%records began 2021-01
Nanya Technology 2408 南亞科SemiconductorsNT$46.5bn+487.7%+3.1%records began 2021-01
Accton 2345 智邦CommunicationsNT$44.7bn+91.2%+10.6%records began 2021-01
Phison 8299 群聯SemiconductorsNT$31.5bn+346.3%+2.9%records began 2021-01
Winbond 2344 華邦電SemiconductorsNT$29.4bn+257.0%+3.9%records began 2021-01
Zhen Ding Technology Holding 4958 臻鼎-KYElectronic componentsNT$27.2bn+40.0%+3.2%records began 2021-01
Far Eastern New Century 1402 遠東新TextilesNT$25.2bn+8.6%+6.1%records began 2021-01
Elite Material 2383 台光電Electronic componentsNT$24.5bn+203.1%+13.7%records began 2021-01
Asia Vital Components 3017 奇鋐Computers & peripheralsNT$22.1bn+34.4%+5.2%records began 2021-01
Lite-On Technology 2301 光寶科Computers & peripheralsNT$20.1bn+32.0%+6.5%records began 2021-01
Unimicron 3037 欣興Electronic componentsNT$19.0bn+67.6%+1.8%records began 2021-01
Yageo 2327 國巨*Electronic componentsNT$17.6bn+55.0%+3.1%records began 2021-01
Alltek Technology 3209 全科Electronics distributionNT$14.0bn+169.4%+145.5%records began 2021-01
TA Chen Stainless Pipe 2027 大成鋼SteelNT$13.3bn+44.8%+7.4%records began 2021-01
BizLink Holding 3665 貿聯-KYOther electronicsNT$11.8bn+80.0%+26.9%records began 2021-01
Far EasTone Telecommunications 4904 遠傳CommunicationsNT$11.6bn+5.3%+6.0%records began 2021-01
L & K Engineering 6139 亞翔Other electronicsNT$11.5bn+62.6%+7.5%records began 2021-01
Advantech 2395 研華Computers & peripheralsNT$11.3bn+88.4%+5.5%records began 2021-01
Alchip Technologies 3661 世芯-KYSemiconductorsNT$10.3bn+515.8%+2.8%records began 2021-01

3. Large companies

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
TSMC 2330 台積電SemiconductorsNT$586.9bn+59.7%+14.7%+43.3%+5.8%
Hon Hai 2317 鴻海Other electronicsNT$1,305.3bn+45.7%+12.7%+40.4%-1.7%
MediaTek 2454 聯發科SemiconductorsNT$55.0bn+5.8%-0.7%+5.3%-11.4%
Delta Electronics 2308 台達電Electronic componentsNT$74.7bn+30.1%+14.2%+36.3%-1.8%
Quanta Computer 2382 廣達Computers & peripheralsNT$353.3bn+104.0%+8.6%+99.9%-10.7%
ASE Technology 3711 日月光投控SemiconductorsNT$88.6bn+47.1%+0.5%+32.2%+1.6%
Chunghwa Telecom 2412 中華電CommunicationsNT$23.7bn+13.5%-2.7%+11.1%-2.8%
UMC 2303 聯電SemiconductorsNT$25.2bn+18.3%-0.6%+16.3%-5.8%
Wiwynn 6669 緯穎Computers & peripheralsNT$165.1bn+80.9%-4.3%+54.0%+10.9%
Wistron 3231 緯創Computers & peripheralsNT$402.6bn+117.6%+5.7%+99.5%+6.2%
Asus 2357 華碩Computers & peripheralsNT$107.6bn+62.3%+10.7%+41.1%+15.3%
Uni-President 1216 統一FoodNT$57.1bn+5.3%-7.6%+4.3%-0.8%
Evergreen Marine 2603 長榮ShippingNT$53.6bn+96.1%+7.8%+22.3%+29.2%
Formosa Plastics 1301 台塑PlasticsNT$15.6bn+16.2%+3.8%+1.0%+9.4%
China Steel 2002 中鋼SteelNT$32.0bn+31.0%+3.4%+8.4%+8.6%

4. AI hardware groups

A provisional grouping of companies by AI hardware segment. It is not a confirmed supply-chain map.

Foundry & chip design +53.9% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
TSMC 2330 台積電SemiconductorsNT$586.9bn+59.7%+14.7%+43.3%+5.8%
MediaTek 2454 聯發科SemiconductorsNT$55.0bn+5.8%-0.7%+5.3%-11.4%
UMC 2303 聯電SemiconductorsNT$25.2bn+18.3%-0.6%+16.3%-5.8%
Alchip Technologies 3661 世芯-KYSemiconductorsNT$10.3bn+515.8%+2.8%+72.6%+47.6%
Global Unichip 3443 創意SemiconductorsNT$8.4bn+127.0%+18.0%+106.4%+2.1%
Aspeed 5274 信驊SemiconductorsNT$2.0bn+177.8%+24.0%+87.6%+35.1%
Faraday Technology 3035 智原SemiconductorsNT$1.2bn+48.9%-12.5%-32.5%+29.7%

Packaging & test +48.8% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
ASE Technology 3711 日月光投控SemiconductorsNT$88.6bn+47.1%+0.5%+32.2%+1.6%
Powertech Technology 6239 力成SemiconductorsNT$8.7bn+25.2%+2.6%+29.8%-1.4%
Chroma ATE 2360 致茂Other electronicsNT$6.3bn+163.3%-8.8%+124.2%-5.8%
King Yuan Electronics 2449 京元電子SemiconductorsNT$4.4bn+29.5%+8.7%+33.5%-1.1%
MPI 6223 旺矽SemiconductorsNT$2.2bn+92.7%+9.0%+61.7%+11.5%
WinWay 6515 穎崴SemiconductorsNT$1.1bn+62.6%-11.5%+93.0%-37.2%

AI servers & ODMs +66.2% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Hon Hai 2317 鴻海Other electronicsNT$1,305.3bn+45.7%+12.7%+40.4%-1.7%
Wistron 3231 緯創Computers & peripheralsNT$402.6bn+117.6%+5.7%+99.5%+6.2%
Quanta Computer 2382 廣達Computers & peripheralsNT$353.3bn+104.0%+8.6%+99.9%-10.7%
Wiwynn 6669 緯穎Computers & peripheralsNT$165.1bn+80.9%-4.3%+54.0%+10.9%
Inventec 2356 英業達Computers & peripheralsNT$80.0bn+46.0%-18.9%+43.1%-5.7%
Gigabyte 2376 技嘉Computers & peripheralsNT$67.0bn+136.7%+6.2%+70.7%+21.7%
King Slide 2059 川湖Electronic componentsNT$4.6bn+191.1%+2.2%+170.4%-27.0%
Chenbro 8210 勤誠Computers & peripheralsNT$2.3bn+15.8%-6.8%+42.8%-12.2%

Power & cooling +32.5% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Delta Electronics 2308 台達電Electronic componentsNT$74.7bn+30.1%+14.2%+36.3%-1.8%
Asia Vital Components 3017 奇鋐Computers & peripheralsNT$22.1bn+34.4%+5.2%+65.6%-11.7%
Lite-On Technology 2301 光寶科Computers & peripheralsNT$20.1bn+32.0%+6.5%+26.8%+2.9%
Auras 3324 雙鴻Other electronicsNT$3.4bn+44.8%+16.9%+68.8%-14.4%
Jentech 3653 健策Electronic componentsNT$3.1bn+80.7%+0.6%+50.5%-3.5%

PCB & materials +80.7% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Zhen Ding Technology Holding 4958 臻鼎-KYElectronic componentsNT$27.2bn+40.0%+3.2%+24.7%+2.7%
Elite Material 2383 台光電Electronic componentsNT$24.5bn+203.1%+13.7%+114.1%+24.9%
Unimicron 3037 欣興Electronic componentsNT$19.0bn+67.6%+1.8%+40.9%+8.2%
Gold Circuit Electronics 2368 金像電Electronic componentsNT$9.9bn+76.2%+6.4%+69.9%+3.8%
Taiwan Union Technology 6274 台燿Electronic componentsNT$6.5bn+127.0%+5.8%+102.7%+1.8%
Nan Ya PCB 8046 南電Electronic componentsNT$6.3bn+69.7%+12.6%+44.9%+13.5%
Kinsus 3189 景碩SemiconductorsNT$5.4bn+49.0%+3.6%+35.4%+6.2%

Networking & connectivity +82.0% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Accton 2345 智邦CommunicationsNT$44.7bn+91.2%+10.6%+65.8%+15.3%
BizLink Holding 3665 貿聯-KYOther electronicsNT$11.8bn+80.0%+26.9%+44.4%+19.3%
Lotes 3533 嘉澤Electronic componentsNT$3.2bn+12.5%-4.8%+17.0%-4.8%
LuxNet 4979 華星光CommunicationsNT$558m+75.4%-2.8%+31.6%+12.9%
FOCI Fiber Optic Communications 3363 上詮CommunicationsNT$229m+70.3%+2.0%+0.2%+44.5%

Memory & storage +347.9% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Nanya Technology 2408 南亞科SemiconductorsNT$46.5bn+487.7%+3.1%+602.2%-18.3%
Phison 8299 群聯SemiconductorsNT$31.5bn+346.3%+2.9%+297.8%-6.0%
Winbond 2344 華邦電SemiconductorsNT$29.4bn+257.0%+3.9%+195.4%-5.9%
Macronix 2337 旺宏SemiconductorsNT$8.4bn+217.2%+0.5%+161.5%+7.3%

5. Back to growth

Revenue up year on year after at least three months of declines.

CompanyIndustryRevenueYoYMoMMonths down before
Chun Yuan Steel Industry 2010 春源SteelNT$2.0bn+0.5%+1.8%4
Formosa Taffeta 1434 福懋TextilesNT$2.0bn+3.9%+0.1%4
Darwin Precisions 6120 達運OptoelectronicsNT$1.3bn+16.2%-1.7%3
China General Plastics 1305 華夏PlasticsNT$820m+47.0%+10.9%4
HAI Kwang Enterprise 2038 海光SteelNT$693m+20.6%+29.8%6
Ruentex Materials 8463 潤泰材OtherNT$663m+11.9%+11.3%5

6. By industry

IndustryCompaniesRevenueYoY
Computers & peripherals110NT$1,685.0bn+75.6%
Other electronics93NT$1,431.2bn+45.0%
Semiconductors199NT$1,090.5bn+63.6%
Electronics distribution35NT$479.6bn+97.0%
Electronic components210NT$353.1bn+41.1%
Shipping33NT$183.9bn+57.8%
Communications92NT$163.9bn+36.8%
Optoelectronics116NT$112.5bn+16.1%
Plastics25NT$106.1bn+43.6%
Steel49NT$92.2bn+27.2%
Oil, gas & power12NT$88.7bn+75.9%
Food33NT$87.0bn+5.5%
Automotive42NT$63.1bn+3.9%
Construction86NT$60.3bn+30.7%
Sports & leisure26NT$59.8bn+5.2%
Other94NT$58.1bn+15.3%
Electrical machinery96NT$53.0bn+20.9%
Textiles52NT$51.6bn+6.6%
Trading & retail19NT$46.1bn-7.8%
Chemicals42NT$32.3bn+25.3%
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